Fundraising Fox

Michael Bartlett

Investor

Senior Analyst at BTECH CONSORTIUM

Cleveland area

About

Michael Bartlett is a Senior Analyst at Elizabeth Park Capital Management with more than 19 years of investment experience, applying financial analysis and institutional research with a focus on organizational leadership and competitive positioning. He previously worked as an Associate Analyst at KeyBanc Capital Markets covering steel and metals, an Equity Research Associate at William Blair & Company covering technology hardware, and an Associate at JP Morgan Capital Markets, and began his career at Bank One Corporation. He holds an MBA from the University of Chicago Booth School of Business, a BA in Business from Lake Forest College, is a CFA charterholder, and holds Series 7, 63, and 65 licenses.

Experience

  1. Elizabeth Park Capital ManagementSenior Analystcurrent2008 β€” presentPepper Pike, Ohio
  2. KeyBanc Capital MarketsAssociate, Equity Research Department | Steel/Metals2007 β€” 2008Greater Cleveland
  3. William BlairAssociate, Equity Research Department | Technology Hardware2004 β€” 2007
  4. J.P. Morgan Capital Markets (formerly Banc One Capital Markets)Associate2003 β€” 2004
  5. Banc One Capital Markets IncInvestment Specialist2000 β€” 2003

Education

  1. The University of Chicago Booth School of BusinessMaster in Business Administration, MBA2004 β€” 2006
  2. Lake Forest CollegeBachelor of Arts, BA1996 β€” 2000
  3. St Louis University High School

Skills & more

Bloomberg4Due Diligence7Investments10Asset Allocation7Equity Research11Hedge Funds5Chartered Financial Analyst3Banking4Financial Modeling8Investment Management2Asset Management2Valuation3
+12 moreAlternative InvestmentsFinancial ServicesPrivate EquityEquitiesPortfolio ManagementCredit AnalysisFinancial AnalysisFinanceSecuritiesCapital MarketsRisk ManagementPortfolio Development

Languages English

  • CFA Institute Charterholder β€” CFA Institute
  • Series 7, Series 63, Series 65 β€” FINRA
  • Chartered Financial Analyst β€” CFA Institute

From Michael's professional profile.

Same school

Shared employers

Also worked at Elizabeth Park Capital Management6

Also worked at KeyBanc Capital Markets17

+ 11 more

Also worked at William Blair66

+ 60 more

Also worked at J.P. Morgan Capital Markets (formerly Banc One Capital Markets)689

+ 683 more

Colleagues at BTECH CONSORTIUM